Mount Lucas Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mount Lucas Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-8,023,917	Closed	-$160M	–	117
2014 Q2	$160M	Sell	8,023,917 -2,154,353	-21%	-$42M	21.03%	1
2014 Q1	$200M	Buy	+10,178,270	New	+$194M	27.36%	1

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mount Lucas Management's XLF Position: Q2 2022 in Review

Mount Lucas Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 17,946 shares — an estimated $688K sold.

Mount Lucas Management first reported a position in XLF in Q2 2013 and held it in 29 quarters. The position peaked at $13.2M in Q3 2019. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Mount Lucas Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Mount Lucas Management sold 17,946 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $688K.
Mount Lucas Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 29 quarters.
Mount Lucas Management's State Street Financial Select Sector SPDR ETF position peaked at $13.2M in Q3 2019.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Mount Lucas Management's 13F filing for Q2 2022, filed 10 Aug 2022.